Our client is seeking a dedicated and experienced professional to provide comprehensive trust and company administration services. This role involves managing a portfolio of trust and company structures, including those of a complex nature, while ensuring high standards of administration, compliance, and client satisfaction. The successful candidate will demonstrate initiative, leadership, and a commitment to delivering excellence.
Job Duties:
- Administer a portfolio of trust and company structures, including complex cases.
- Review annual accounts and liaise with bookkeepers and accountants to ensure accuracy.
- Maintain high standards of administration and prepare periodic reports for third parties.
- Draft and prepare documents such as minutes, resolutions, and agreements as required.
- Liaise with investment advisers, asset managers, and other professional advisers.
- Attend client meetings and build strong working relationships.
- Identify opportunities to offer additional services beneficial to clients.
- Assist with the supervision and development of junior staff.
- Cover team portfolios during colleague absences as required.
- Ensure compliance with CDD and maintain client confidentiality.
- Record time on the company's time recording system with clear narratives.
- Achieve financial targets as set by management.
Job Requirements:
- Proven experience in trust and company administration, financial services, or legal services.
- Studying for or qualified in CGI (ICSA) or equivalent professional qualification.
- Proactive and forward-thinking approach.
- Initiative and commitment to achieving excellence.
- Excellent communication skills.
- Ability to supervise and develop junior staff.
What You'll Love:
This role offers the opportunity to work in a dynamic and collaborative environment where innovation and client satisfaction are paramount. The company fosters a positive and inclusive culture, guided by core values of respect, flexibility, and a commitment to professional growth.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here